Reconciliation/Hubdoc - Auto-match scanned receipts to bank transactions for easier reconciliation
Xero already scans invoices to create drafts, which is a huge time-saver.
Extending this capability to receipts would add even more value.
Specifically, if receipts sent to a Xero mailbox could be scanned and automatically matched to the right transaction, it would save significant manual effort, reduce errors, and streamline reconciliation. This small enhancement could have a big impact on efficiency for businesses handling large volumes of receipts.
Andrew Ball
shared this idea
Thanks for bringing your idea forward and clarifying the most impactful changes. We've taken a look, and now we need the community's voice to drive it forward! Get your colleagues involved by sharing this idea so they can vote.
Their comments are also welcome to add additional details about how this could improve the Xero experience for everyone.
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Andrew Ball
commented
Jerome - out of interest, what 3rd party app are you using?
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Jerome Pelletier
commented
Having the ability to scan receipts and assign them to a ledger based on the business that generated that receipt would be fabulous.
At the moment I'm using a third party app which scans and auto generate information such as business name, date and amount.
But having that function within XERO would remove an extra step.